Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Featured Video

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Social Security Changes Are Unlikely

Strategas explains why significant changes to Social Security are unlikely, despite noisy headlines.

Two Important Structural Shifts Shaping the Economy

Artificial intelligence and de-globalization are shaping the world economy and policymaking for years to come. 

• Articles

  Take the Headaches Out of Tax Season

  How to make your life – and your CPA’s – go a little bit smoother as you prepare your returns during the coming tax season.

  Opening up the Backdoor Roth

  This key retirement savings technique can be available even for those who aren’t eligible to fund a Roth IRA.

  Red Flags for Tax Auditors

  Here are six flags that may make your tax return prime for an IRS audit.

  Data Centers At Risk of Becoming Political Liability

  Data‑center infrastructure is increasingly at risk of becoming a politically sensitive issue nationwide.

  Does Your Child Need to File an Income Tax Return?

  When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

  How Income Taxes Work

  A quick look at how federal income taxes work.

  View all articles

• Videos

  Making Your Tax Bracket Work

  Have you explored all your options when it comes to managing your taxable income?

  The Facts About Income Tax

  Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

  View all videos